DFAX — Dimensional ETF Trust 机构持仓 · 2026年Q3

Name: 谁持有 DFAX？32 家机构、4.4 亿美元（2026年Q3）
Creator: ko.io

谁持有 Dimensional ETF Trust（DFAX）？2026年Q3（报告期截至 2026-09-30）共有 32 家机构在 SEC 13F 申报中报告持有，合计 4.38 亿美元。前几大持有机构：Great Waters Wealth Management（1.98 亿美元）、Apella Capital, LLC（5,980.00 万美元）、Financial Symmetry Inc（5,920.00 万美元）。

排名	机构	市值	股数	变动
1	Great Waters Wealth Management	$198.0M	5.3M	增持
2	Apella Capital, LLC	$59.8M	1.6M	增持
3	Financial Symmetry Inc	$59.2M	1.6M	减持
4	Conrad Siegel Investment Advisors, Inc.	$26.4M	712,628	减持
5	Graves Light Lenhart Wealth, Inc.	$23.1M	623,582	增持
6	Farther Finance Advisors, LLC	$19.4M	523,709	增持
7	Prosperity Planning, Inc.	$16.8M	454,810	减持
8	Cambridge Financial Group, LLC	$9.0M	243,898	增持
9	LAWOOD & CO	$8.1M	219,432	增持
10	Versant Capital Management, Inc	$4.4M	118,536	增持
11	CLUNE & ASSOCIATES, LTD.	$4.2M	113,546	增持
12	Sprinkle Financial Consultants LLC	$2.0M	53,024	增持
13	Canandaigua National Trust Co of Florida	$1.2M	33,092	增持
14	BAKER TILLY WEALTH MANAGEMENT, LLC	$1.2M	32,050	减持
15	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$936,430	25,295	减持
16	Wedmont Private Capital	$523,496	14,225	持平
17	RVW Wealth, LLC	$508,255	13,729	持平
18	Vilga Financial Planning LLC	$496,216	13,404	持平
19	Sound Income Strategies, LLC	$308,531	8,384	持平
20	Avidian Wealth Enterprises, LLC	$280,034	7,564	增持
21	Legacy Private Trust Co.	$277,687	7,501	新建仓
22	Cadent Capital Advisors, LLC	$257,812	6,964	持平
23	Arbor Wealth Advisors LLC	$257,178	6,947	减持
24	SAPIENT CAPITAL LLC	$215,308	5,816	新建仓
25	ELEVATION WEALTH PARTNERS, LLC	$212,372	5,737	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30